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Civitas Wealth Management LLC

About the Company
Employees
4

Employee List (4)

Irene Shen

Civitas Wealth Management LLC

Director-Senior Financial Advisor

  • Location Dallas, TX
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Dan Healy

Civitas Wealth Management LLC

Chief Executive Officer

  • Location Dallas, TX
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Jim Crigler

Civitas Wealth Management LLC

Managing Director

  • Location Dallas, TX
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T.K. Daniel Chen, CFP

Civitas Wealth Management LLC

Managing Director

  • Location Dallas, TX
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Company Summary
  • Address
    1601 Bryan Street, Suite M-200
    Dallas, TX 75201
  • Industry
    Investment Management
  • Estimated Revenue
    1M - 5M
  • Company Size

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